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Invesco Bloomberg Pricing Power ETF (DEF) Institutional Ownership

$83.62
+0.72 (+0.87%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco Bloomberg Pricing Power ETF (NYSEARCA:DEF)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$9.04M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$7.97M
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DEF Institutional Buying and Selling by Quarter

Invesco Bloomberg Pricing Power ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/12/2024Focus Financial Network Inc. ADV4,732$342K0.0%N/A0.146%
2/8/2024Level Four Advisory Services LLC6,061$439K0.0%-3.8%0.187%
2/8/2024 Pacific Sun Financial Corp20,634$1.49M0.9%-4.8%0.637%
2/7/2024 Calton & Associates Inc.3,220$233K0.1%N/A0.099%
2/7/2024Delos Wealth Advisors LLC38,661$2.80M4.1%-3.3%1.193%
2/6/2024Connecticut Wealth Management LLC3,141$227K0.0%-23.3%0.097%
2/5/2024 Win Advisors Inc.5,081$368K0.2%N/A0.157%
2/1/2024 CWM LLC8,783$636K0.0%-46.1%0.271%
1/23/2024 Solstein Capital LLC14,845$1.07M0.8%-1.0%0.458%
1/18/2024Caprock Group LLC12,708$920K0.1%-11.6%0.392%
1/18/2024 Global Retirement Partners LLC2,556$184K0.0%+18.6%0.079%
1/12/2024 Redhawk Wealth Advisors Inc.4,301$311K0.1%N/A0.133%
11/16/2023 Creative Planning115,107$7.54M0.0%N/A3.553%
11/16/2023Delos Wealth Advisors LLC39,994$2.75M3.3%-1.0%1.234%
11/15/2023Mercer Global Advisors Inc. ADV155,985$10.22M0.0%-0.8%4.814%
11/14/2023Tower Research Capital LLC TRC8,254$541K0.0%+43.5%0.255%
11/13/2023Jaffetilchin Investment Partners LLC25,913$1.70M0.2%-3.2%0.800%
11/13/2023Mariner LLC9,973$653K0.0%-76.8%0.308%
11/13/2023LPL Financial LLC258,675$16.95M0.0%-15.4%7.984%
11/13/2023Envestnet Asset Management Inc.153,422$10.05M0.0%-4.0%4.735%
11/13/2023Kestra Advisory Services LLC51,246$3.36M0.0%-24.8%1.582%
11/8/2023Atria Wealth Solutions Inc.17,655$1.16M0.0%+3.7%0.545%
11/8/2023Avantax Advisory Services Inc.9,955$652K0.0%-7.8%0.307%
11/7/2023Avant Capital LLC16,599$1.09M1.2%+1.2%0.512%
11/6/2023 MONECO Advisors LLC6,901$452K0.1%-5.2%0.213%
10/30/2023 Cascade Investment Advisors Inc.8,877$582K0.5%+3.5%0.274%
10/25/2023 Solstein Capital LLC14,999$983K0.8%-4.4%0.463%
10/23/2023Commonwealth Equity Services LLC66,670$4.37M0.0%-6.4%2.058%
10/18/2023Advisory Alpha LLC4,903$321K0.0%-4.3%0.151%
10/17/20231900 Wealth Management LLC85,114$5.58M0.6%-16.9%2.627%
10/17/2023 Flagship Harbor Advisors LLC23,308$1.53M0.1%+23.8%0.719%
10/17/2023 Financial Services Advisory Inc3,800$249K0.1%-34.2%0.117%
10/11/2023 CWM LLC16,305$1.07M0.0%+41.2%0.503%
9/5/2023Delos Wealth Advisors LLC40,396$2.80M3.6%-9.5%1.247%
8/11/2023Kestra Advisory Services LLC68,105$4.72M0.0%-16.4%2.102%
8/10/2023Osaic Holdings Inc.40,349$2.79M0.0%-29.4%1.245%
8/10/2023Commonwealth Equity Services LLC71,212$4.93M0.0%-4.9%2.198%
8/10/2023Cetera Advisors LLC5,975$414K0.0%-3.7%0.184%
8/9/2023Flow Traders U.S. LLC11,453$793K0.0%-29.0%0.353%
8/4/2023Envestnet Asset Management Inc.159,886$11.07M0.0%-3.5%4.542%
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8/3/2023Atria Wealth Solutions Inc.17,017$1.18M0.0%+83.4%0.483%
8/3/2023 CWM LLC11,551$800K0.0%+32.5%0.328%
8/2/2023Bank of Montreal Can1,140$79K0.0%N/A0.032%
7/31/2023LPL Financial LLC305,856$21.18M0.0%+26.9%8.689%
7/24/2023BerganKDV Wealth Management LLC153,820$10.65M1.1%-0.4%4.370%
7/24/2023 Financial Services Advisory Inc5,774$400K0.2%+2.8%0.164%
7/21/2023 Cascade Investment Advisors Inc.8,577$594K0.4%+2.1%0.244%
7/21/20231900 Wealth Management LLC102,364$7.09M0.7%-4.2%2.908%
7/17/2023Wealthcare Advisory Partners LLC3,913$271K0.0%+18.3%0.111%
7/12/2023 Pacific Sun Financial Corp22,024$1.48M1.0%N/A0.626%
7/11/2023 Flagship Harbor Advisors LLC18,824$1.30M0.1%N/A0.535%
5/12/2023Avant Capital LLC16,578$1.12M1.3%+4.3%0.412%
5/12/2023 MONECO Advisors LLC7,403$498K0.1%-3.9%0.184%
5/11/2023Envestnet Asset Management Inc.165,729$11.15M0.0%-18.2%4.123%
5/11/2023Commonwealth Equity Services LLC74,878$5.04M0.0%-2.6%1.863%
5/10/2023Mach 1 Financial Group LLC1,114$74.97M0.5%N/A0.028%
5/10/2023 Cascade Investment Advisors Inc.8,402$565K0.4%+11.2%0.209%
5/10/2023LPL Financial LLC241,100$16.23M0.0%-13.4%5.998%
5/9/2023Tower Research Capital LLC TRC6,769$456K0.0%+219.3%0.168%
5/8/2023 Global Retirement Partners LLC2,156$144K0.0%+30.2%0.054%
5/4/2023G2 Capital Management LLC OH24,346$1.64M0.7%-60.7%0.606%
5/1/2023 Money Concepts Capital Corp19,801$102K0.0%+898.0%0.493%
4/27/2023BerganKDV Wealth Management LLC154,514$10.40M1.1%+1.0%3.844%
4/25/2023Parallel Advisors LLC590$40K0.0%+98.7%0.015%
4/24/2023Fifth Third Bancorp407$27K0.0%-80.7%0.010%
4/21/2023 Capital Investment Advisory Services LLC21,837$1.47M0.2%-3.2%0.543%
4/19/2023 Solstein Capital LLC15,694$1.06M0.9%-30.2%0.390%
4/19/2023 Calton & Associates Inc.2,983$201K0.1%N/A0.074%
4/18/2023Connecticut Wealth Management LLC4,093$275K0.0%-96.9%0.102%
4/18/2023IFP Advisors Inc815$38K0.0%-93.9%0.020%
4/18/2023 Financial Services Advisory Inc5,616$378K0.2%+50.3%0.140%
4/14/2023AE Wealth Management LLC6,810$458K0.0%+2.5%0.169%
2/21/2023 Insight Advisors LLC PA3,552$236K0.1%-6.9%0.089%
2/15/2023Avant Capital LLC15,890$1.06M1.3%-2.9%0.397%
2/14/2023Delos Wealth Advisors LLC50,341$3.35M5.2%-18.1%1.259%
2/13/2023Wealthcare Advisory Partners LLC3,228$215K0.0%-12.4%0.081%
2/13/2023Atria Wealth Solutions Inc.9,281$617K0.0%+2.3%0.232%
2/13/2023Rooted Wealth Advisors Inc.25,582$1.70M1.4%N/A0.640%
2/10/2023 Ameritas Advisory Services LLC3,157$210K0.0%N/A0.079%
2/9/2023HighTower Advisors LLC14,375$956K0.0%+41.4%0.359%
2/9/2023Mercer Global Advisors Inc. ADV204,948$13.63M0.1%-3.8%5.124%
2/8/2023Raymond James Financial Services Advisors Inc.4,429$295K0.0%+5.2%0.111%
2/8/2023 Cambridge Investment Research Advisors Inc.7,224$480K0.0%-7.2%0.181%
2/7/2023Commonwealth Equity Services LLC76,841$5.11M0.0%-3.3%1.921%
2/7/2023LPL Financial LLC278,366$18.51M0.0%+36.8%6.959%
2/7/2023IFP Advisors Inc13,335$621K0.0%-4.8%0.333%
2/7/2023Envestnet Asset Management Inc.202,511$13.47M0.0%+0.8%5.063%
2/7/2023 Financial Services Advisory Inc3,736$248K0.2%N/A0.093%
2/6/20231900 Wealth Management LLC106,861$7.11M0.8%-3.5%2.672%
2/3/2023 Capital Investment Advisory Services LLC22,560$1.50M0.2%+39.1%0.564%
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2/2/2023 Solstein Capital LLC22,499$1.50M1.3%+9.3%0.562%
2/1/2023SFG Wealth Management LLC.6,151$409K0.5%N/A0.154%
1/31/2023BerganKDV Wealth Management LLC152,920$10.17M1.1%-0.3%3.823%
1/31/2023Kestra Advisory Services LLC79,071$5.26M0.0%-1.0%1.977%
1/31/2023AE Wealth Management LLC6,642$442K0.0%-78.0%0.166%
1/30/2023Advisory Alpha LLC5,153$343K0.0%-15.0%0.129%
1/30/2023Columbia Advisory Partners LLC6,269$417K0.4%+6.0%0.157%
1/26/2023 Cascade Investment Advisors Inc.7,557$503K0.4%+8.6%0.183%
1/25/2023Fifth Third Bancorp2,107$140K0.0%N/A0.051%
1/23/2023CAPROCK Group Inc.14,379$956K0.1%+19.7%0.346%
(Data available from 1/1/2016 forward)

DEF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DEF shares?

During the previous two years, 59 institutional investors and hedge funds held shares of Invesco Bloomberg Pricing Power ETF. The most heavily invested institutionals were Mach 1 Financial Group LLC ($74.97M), LPL Financial LLC ($16.95M), BerganKDV Wealth Management LLC ($10.65M), Mercer Global Advisors Inc. ADV ($10.22M), Envestnet Asset Management Inc. ($10.05M), Creative Planning ($7.54M), and 1900 Wealth Management LLC ($5.58M).Learn more on DEF's institutional investors.

Which institutional investors have been buying Invesco Bloomberg Pricing Power ETF stock?

Of the 42 institutional investors that purchased Invesco Bloomberg Pricing Power ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($139.66K), Creative Planning ($115.11K), MML Investors Services LLC ($33.22K), Rooted Wealth Advisors Inc. ($25.58K), Flagship Harbor Advisors LLC ($23.31K), Pacific Sun Financial Corp ($22.02K), and Money Concepts Capital Corp ($17.82K).

How much institutional buying is happening at Invesco Bloomberg Pricing Power ETF?

Institutional investors have bought a total of 484,479 shares in the last 24 months. This purchase volume represents approximately $32.27M in transactions.

Which Invesco Bloomberg Pricing Power ETF major shareholders have been selling company stock?

Of the 34 institutional investors that sold Invesco Bloomberg Pricing Power ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Connecticut Wealth Management LLC ($130.65K), Envestnet Asset Management Inc. ($120.83K), LPL Financial LLC ($84.45K), Mercer Global Advisors Inc. ADV ($80.00K), Commonwealth Equity Services LLC ($46.48K), G2 Capital Management LLC OH ($37.55K), and Mariner LLC ($33.09K).

How much institutional selling is happening at Invesco Bloomberg Pricing Power ETF?

Institutional investors have sold a total of 704,901 shares in the last 24 months. This volume of shares sold represents approximately $46.00M in transactions.


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This page (NYSEARCA:DEF) was last updated on 11/2/2024 by MarketBeat.com Staff
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